Our 'CRM Launchpad for Projects' seamlessly integrates sales and project management, enabling your team to collaborate more effectively, streamline workflows, and deliver projects on time—all within the scalable, unified Microsoft Dynamics 365 platform.
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Implementation
Implementation
Min. 6 Months
User Administration
User Administration
Troubleshooting & Support
Troubleshooting & Support
Customization
Customization
Dedicated Client Success Manager & Developer
Dedicated Client Success Manager & Developer
Meeting Cadence (with dedicated CSM)
Meeting Cadence (with dedicated CSM)
Monthly
Bi-Weekly
Customization Turnaround
Customization Turnaround
Medium
High
End User Survey & Analysis
End User Survey & Analysis
Executive CRM Reviews
Executive CRM Reviews
Annual
Bi-Annual
Commitment
Commitment
One Year*
Initial 6 Months*
Initial 6 Months*
The CRM Launchpad for Projects seamlessly integrates sales and operations into a single, centralized platform, enhancing collaboration and data visibility. This integrated solution enables teams to simplify workflows, enhance collaboration, and ensure smooth project handoffs from sales to execution.
Centralize client information and automate follow-ups to enhance customer retention and sales opportunities.
Provides insightful analytics and dashboards to inform decision-making.
Enables field teams to access and update information remotely via mobile devices.
The Amplify CRM Launchpad is proactively implemented, customized, and maintained to ensure it evolves alongside your practice, providing you the technology and support needed for long-term success.
Lead and Opportunity Management Tailored for Financial Advisors
Field Staff Mobile Access
Project Management
Client Relationship Insights Powered by AI
Time Tracking
Advanced Reporting with Power BI for In-Depth Analysis
